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Revy for Onboarding Journeys

Lenders spend crores on paid acquisition only to lose users in leaky onboarding flows. Revy senses friction in real time, starts context-aware conversations, and recovers journeys before they drop off.

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Designed for leaky loan onboarding journeys across web, chat, and voice

Onboarding Journeys Are Leaky

A typical lender sees massive drop-offs between website visits, application starts, credit logins, and final disbursals.

Website Visitors
5,00,000

Paid acquisition, calculators, FAQs

Start Onboarding
15,000

97% drop-off before even starting

Credit Logins
3,000

80% drop-off after starting

Disbursed
?

Each drop wastes acquisition spend

Where users silently drop off

  • Browsing products and calculators but leaving without sharing contact details.
  • Getting stuck or confused mid-application and abandoning the form.
  • Delayed, generic follow-ups from call centers that miss the real concern.
  • Cases lost to competition despite initial high intent.

Revy’s mission

Revy sits inside your onboarding journeys, senses friction as it happens, and opens an instant conversation— over chat or voice—so users get clarity instead of dropping off.

Instead of crores of ad spend leaking out of the funnel, you recover applications at the exact moment users need help.

User & Business Expectations from Onboarding

For Lenders

  • High conversion from paid traffic to completed, bureau-checked applications.
  • Low leakage between each onboarding stage—without scaling call centres.
  • Clean, fully documented files that move quickly to disbursal.

For Applicants

  • Clear, jargon-free explanations of steps like AA consent, bureau checks, and documentation.
  • Instant answers to “What happens to my data?” and “Will money be deducted?”
  • Ability to pause and resume across web, chat, and voice without repeating themselves.

What’s Broken Today

  • Generic “resume application” nudges that ignore the actual reason for drop-off.
  • Context-less call centre scripts hours later, after intent has cooled.
  • Multiple back-and-forths on missing documents leading to high TAT and poor FTNR.

The Reality: Merchant Challenges

Paid acquisition is strong, but onboarding journeys leak at the worst possible time—when users are anxious, confused, or unsure how their data will be used.

Top of Funnel

Visitors leave without contact

Website visitors explore products, use calculators, and read FAQs—but leave without giving contact info.

"We see traffic, but hardly anyone even starts the application."

Mid Journey

Applicants drop at critical steps

Applicants get stuck or confused—e.g. at Account Aggregator consent screens—and silently abandon the flow.

"We send 'resume your application' nudges that never address the real concern."

Back Office

High TAT, poor FTNR

Underwriters chase missing documents in multiple rounds of back-and-forth. High TAT and poor FTNR mean cases are lost to competition.

"By the time our call centre calls, the user has either cooled off or gone elsewhere."

Ready to Transform Your User Engagement?

Stop losing customers to drop-offs. Join leading businesses that use Revy to create meaningful connections with their users and drive growth.